What we offer? An all-in-one tool!
easydoo is your perfect Swiss SaaS solution for the uncomplicated and professional digitisation of your consulting dossiers, including work planning, organisation and documentation. easydoo is your reliable companion in every phase of your consulting process.
Why easydoo
Comprehensive integration
Use all the features of easydoo for your case counselling dossier, including filing of all documents, service recording, case documentation and automated letter templates. With these and other features, we cover everything you need for successful counselling.
Connection to CRM or ERP systems
If you already use a CRM or ERP system, we can seamlessly connect our tool to your system to transfer the contacts and cases from the system. This avoids tedious system breaks.
Comprehensive statistical tools
With our filters and pivot table in easydoo, you can evaluate your consulting work according to a variety of criteria. This gives you valuable information to continuously improve your processes or collect statistics.
Online connection to your website
In order to further optimize the processes, we offer an online connection to your website. Your customers can trigger new cases, book appointments and pay - all in one system
Performance recording
Record the services directly and easily in the consultation dossier. Get an overview of the work done at any time. Use this service recording directly for your billing or for evaluations and statistics.
Comprehensive statistics
Our platform offers comprehensive statistical options to evaluate your consulting activities and obtain valuable insights that contribute to the continuous improvement of your processes.
How the Kaufmännische Verband Zürich is using easydoo to digitalise the process of providing legal advice for itself and other kfmv sections.
The challenge of our customer:
Digitalisation of the consulting process, from appointment booking, case documentation and planning (with CRM data integration) to service recording.
The solution with easydoo:
Mapping and automation of the entire consultation process with appointment booking, case dossiers, integration of CRM data, predefined planning steps and dashboard. Automated service billing and customised document templates round off the digital process.
Our tool can be customised to your individual
case counselling processes.
Contact us for a free consultation and tell us about your company's problem. We will solve it!
Why a SaaS solution for consulting services
A SaaS solution for handling consulting services offers many advantages. It is flexible, secure, efficient, accessible and cost-effective. Associations can benefit from such a solution by better serving their members and optimising their consulting services. Want to learn more about this topic?
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Order our free white paper on this topic.
